Robert Bartels is a registered investment advisor at New Phase Financial, based in San Diego, CA, with 4 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 3 more.
Compensation
Firm Size
IM Fee
Fee Structure
- Financial planning on a fixed fee basis — $900 - $5,900 and above depending on the complexity of the client’s needs and situation.
- Financial planning on an hourly basis — $190.00 and $260.00 per hour, depending on complexity.
Location
San Diego, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
New Phase Financial
State Registrations1 state
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